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Team,I have Group Admin access in Workfront and have gone through the reporting documentation. However, I haven't been able to create reports on my own and need guidance. If anyone could spare 30–60 minutes to help me create a few basic reports, I would really appreciate it.Additionally, we are currently using Workfront custom forms for request intake, which requires requestors to have at least Contributor access. My management has asked me to explore using a Microsoft Form integrated with Workfront as an request intake solution.If anyone has experience with this setup or can help with the integration, I'd greatly appreciate your support.Thank you!
In Workfront Workflow, we currently use several multi-select fields to define our project types.When someone submits a Campaign Request form, they first choose an overall element type—such as Digital, Social, or Email—and then select a more specific option tied to that category (e.g., Digital Type, Social Type, Email Type).I’m trying to determine how to replicate this setup in Planning for automation without resorting to one long, combined list of all element types. If we go that route, users would have to scroll through an extensive list just to find the correct option when generating a project.Any suggestions?
I see that you can sort a table report on a canvas dashboard by clicking the column header which is expected behavior. But I see no option to set a defaul sort for table so that my end user does not have to sort the table everytime they come to the dashboard.I have sorted by that column while in edit mode and it selection simply does not stay. Is there no way to do this?
We sometimes have up to 20 documents in one project that need approval. I would like to be able to select them all and send one approval (but still have an approval on each document)
Some of our reports need to be filtered to only show data from members who belong to a certain Team. Only Home Team is available as a filter in reporting, so, in order for a person's data to display on a report, we have to make sure we remember to make their Home Team match the filter on the Report. This works OK, but it means that if a person belongs to more than 1 team, they can only show up on 1 report that is filtered by Home Team. If we could select Other Teams as a filter on a report, then we wouldn't have to remember to make the report filter match their home team, and we could also have the person appear on all of the reports that are filtered by Team.
Any ideas of suggestions on how I can merge data from two different portfolios. Various portfolios were setup at different times as each group migrated into WF so we are working a bit backwards. Portfolio 1 - intakes submitted - converted into project with work being sent out to various groups. unique custom fields for data points. Portfolio 2 - intake submitted -remains intake - work from portfolio 1 submitted as intake (but really a step in the project). unique custom fields for data points. There are some fields across the two portfolios that contain the same data (sadly they are different custom fields). I can’t figure out how to link the data from these portfolios in one seamless process to provide leadership with a holistic report view of where everything is in the process.
Description - Would like to be able to display percentages on bar chart reportsWhy is this feature important to you - Leaders would like to be able to see percentages on reports and teams are having to exports reports and recreate charts in Excel. This creates additional work and data comes stale as soon as we export to create these manual reports.How would you like the feature to work - Add an option to allow us to toggle on percentages for bar charts.Current Behavior: This does not exist. Duplicate idea
Description - Currently if a user sorts the task list by something other than task number, the tools for indenting/outdenting and adding tasks above/below the line become inaccessible. Instead of making them inaccessible, show those tools and pop up error messages telling the user the task list needs to be sorted by task number to use this feature and give them a button to immediately resort their task list by task number to proceed. Why is this feature important to you - Users are constantly sorting their list by another column, not realizing this, and then getting extremely frustrated when they cannot find the indent/outdent and add task above/below tools. I have users run into this issue pretty consistently. How would you like the feature to work - It would be a more user friendly approach to instead show the user the tools and tell them that they can't use them without re-sorting their task list by task number. It would be even better if you could also give th
One of the few concerns I have had with Workfront is that, for larger projects, there is nothing that I see that relates to a project charter that should be created in the Initation process group or the project management plans that are major parts of the Planning process group. The intake and custom form has been helpful for projects that require less detail or planning, but not for the major initiatives. For those projects I try to keep to PMI (Project Management Institute) standards. Are you able to develop or account for those needs within Workfront? Also, if you don't have a PMP professional or PMI professional consultant, I would recommend that you have one be heavily involved/ consulted in Workfront development.
Is it possible to set a default filter in Workload Balancer? I would assume you can do this in Layout Templates, but I do not see a way to do this? The problem I am having is users that are going to the WLB for the first time do not have a good default filter selected, so when they click on the WLB they’re inadvertently trying to load a ton of data and the page takes forever to load or times out.
As we know the External Lookup field fetches data using REST API and has been part of Workfront for some time. Although it can be game changer, the desired features are still not integrated.Authentication API Secrets manager Auto trigger the API.This post is to highlight one feature which would be great to have: auto triggering the API and showing the result. Why is this feature important to you?Many a times there are clients who ask for fields that are auto-populated based on other field selections. Other platforms offer this feature with their product but workfront is still tralling behind. With auto triggering enabled for External Lookup, it opens the door wide open for so many possibilities. How would you like the feature to work?In the custom form editor add a checkbox to say - Auto trigger A new field should show to select the desired output of this trigger. Since data can be an array, we would select first object (example) On a Workfront object, this would translate to auto pop
Can someone explain what a “Root Project” is and how they could be used? I’m working on a report and noticed values for “Root Project” as an option when I add a column. I can’t find any documentation on that value or any fields with that name. None of my projects have any value in any of those fields when I include them in a report. Our large campaigns use a project for concept development. We add a project for each type of deliverable and link them together in a program. It might be valuable to us to name the concept development project as a root project.
Description - In Moment Customer satisfaction survey or feedback Custom form as an Inbuilt offering in Workfront would be good. A STAR rating or Grading based survey on set parameter that can be customised.This form could be used after a issue/project is closed to be filled by the Requestor. Why is this feature important to you - Feedback is important part of improving our processes and best done when fresh in memory and need not be sent as separately as EMAIL. How would you like the feature to work - Survey form / popup should come up when the user logs in to WF if one of his projects / issue has been closed upon completion. The survey form should be an inbuilt custom form that can be modified as necessary. A very simple star based rating for gauging user satisfaction. Current Behaviour - None available
Hi community! Has anyone run into issues with watch events not triggering in Fusion scenarios for Workfront Planning? It works as expected when the record isn’t connected, but as soon as I connect the record, the watch event doesn’t seem to pick it up. Curious if others have seen this or found a workaround. Have a support ticket but wanted to check here as well.
Workfront Planning currently offers the ability to share a public link to anyone without a Workfront license. The link allows them to access our information without being directed to our SSO. This is security issue for Marriott and we would like to turn this capability off.We would like an enhancement to be done to have this capability turned off.
A simple toggle button on the timesheet page to enable/disable completed tasks/issues.
Enhancement idea to add WF Boards filter (on the left hand side) to allow to filter by custom field.We have a board with advanced input filter (in the board configuration) that pulls in cards from a custom field that is a user field. While this pulls in the right cards, it doesn’t allow the left hand side filter to filter by the custom user field. The idea is to allow a left hand side filter to be setup, similar to how assignment would work. This would allow users to just see their own cards. Let me know if any questions.
First, the new business rule feature is extremely helpful as it greatly enhances the user experience and strengthens various processes tremendously. Idea: Allow for multiple business rules with the same object and operation (trigger)Current Behavior: System will not allow multiple business rules on same object and trigger Benefits of this idea: Allows enterprises to create multiple simple rules instead of extremely large and complex formulasEnables quicker implementation with simpler testingMultiple administrative team usage - ability to separate business rules by different areas in an organization (limits risk from other teams impacting your rules)Description and title could be customized for each rule for ease of understanding, expansion and correctionsMove from potential large formula chaos to simplified manageable and searchable lists of rules _____________________________________________________________________&nb
I’m curious if we can create a Business Rule that if anyone “Edits a custom form” on a Project that a notification goes out. If that’s possible, how would I write that?
Description - It would be really nice if sections and custom fields edit and/or view capabilities could be controlled via a specific user, team, or group on a custom form. Why is this feature important to you - We are working on a way to have multiple people with edit permissions on a form be able to edit only one field or one section of a form, unique to each user/role, while the other fields and sections can either be only viewed or do not display at all. This is all based on the specific user that is viewing the form.How would you like the feature to work - This feature would allow us to control which sections or fields a specific user could edit or view. Different users would look at the form and for each user, a different section or field would be editable, view only, or wouldn't appear. This would greatly reduce the number of forms that we would need to create.Current Behaviour - You can set display logic based on field values in the
It would be better to have a feature so that we can tag a person by searhing their email address.The problem is that we have global team members working from regions like China & Italy.Now for example, an Italian person wants to tag a Chinese person named 雨琪 曹 (email address: chi.cao@xxx.com) in comment.At this moment, it is not possible. And it is not easy for an Italian person to tag using @雨琪 曹 as they don’t know this language.But as everyone’s email is in English, so it would be better if we can have a feautre in Workfront to search user for tagging by their email address.By the way, this searching by email feature is available in proofing comment.
Hi - my users got a pop-up recently that shows the following:Support Ending for Intel-based AppsThis version of “Workfront Proof” will not open in a future release of macOS. Learn how to update to an Apple silicon version. Will Adobe be updating Workfront Proof to ensure we can continue using the app?If yes, has Adobe shared timelines or any other info?Appreciate any knowledge that is shared. Thank you!
We would love to see the Team Requests widget in the New Home Screen improved so it is functional and relevant for our teams. Right now, not all teams show. There is also a reported bug where some users only see one team (not even their home team) that is not on Workfront's current roadmap to fix in the near future. Although users could view this information in a report, the New Home should be able to cover all bases the old Home Screen can. For now our users prefer to stay in old Home since their Team Requests are not functional or relevant. We would love for all of the user's teams that have requests/tasks assigned to them to show properly in the widget. An improvement would be to also have some filtering/sorting allowing user to see more relevant information or to slightly customize. Thank you! 🙂
Hi Team,I had implemented a User Business Rule that restricted project creation beyond 3 weeks. However, the rule has disappeared from the Workfront UI, and the restriction is no longer being enforced.Could anyone please assist in investigating why the User Business Rule is no longer visible and why the associated restriction has been removed?Any guidance would be greatly appreciated.
Allow system administrators to customize where the Quick Actions direct the users within the My Projects widget. System administrators would also need the ability to hide/remove certain quick actions that are not in use at their organization. This feature would be extremely helpful in streamlining regular project updates for users, so that they could jump right to specific areas of their projects to make changes all from their home workspace. Today the Quick Actions only allow the user to "upload a file", "edit a project custom form", "add a new project update", or "add a new project task". If a system administrator could modify or add quick actions, then a user could potentially open a status update form, add a risk to a project, or run a project report.
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